Kris Lewicki & Associates (KLA) is a fee-only registered investment advisor. KLA offers financial solutions and portfolio management strategies focusing on diversified allocation of stocks, bonds, mutual funds and ETFs. KLA also provides financial planning services, including defining financial goals, projecting financial consequences, and implementing plans. KLA does not receive commissions.
Assets Under Management$96M
Clients58
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees may be negotiable. Minimum annual fee of $3,000 may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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